The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

John and David have been studying Zynga, especially since the price dropped. They've decide not to consider this one any further.

Zynga burst onto the scene with its Ville franchises on Facebook. And since then, it's been a leader in social and mobile gaming. David's initial impression of its desire to create a platform was positive. But it looks like Zynga is reinventing itself because it has to, not because it wants to. Management's passion is palpable. But looking more closely at the actions of insiders -- cashing out at a time when they were raising capital to reinvent themselves -- this doesn't look like a management team we want to be associated with. The gaming industry seems to be struggling a bit. Companies like Electronic Arts and Activision continue to invest in their franchises, but can't seem to gain traction. The same goes for Glu Mobile. David and John still think Zynga is an interesting company. But it looks like it will need lots of capital to reposition the business and the returns may be tough to come by. That's not a good situation.

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